Weekly Theme Wrap (Mar 20 – Mar 24)

March 24, 2017 · #Moon Jae-in Policy Beneficiaries #Beauty & Cosmetics #Chicken (Poultry) #Lotte Group #Airlines #Battery #Casinos / Duty Free #Travel

5 trading days · top 8 themes — most persistent is Moon Jae-in Policy Beneficiaries at 1 day (weekly avg. +18.3%). Best single day this week: Mar 22, +18.3%.

Trading days5d Most days strong1d weekly avg.+18.3% LeaderSinsin Pharmaceutical

Average change over the period

Average change of member stocks, by theme · descending
Moon Jae-in Policy Beneficiaries
+18.3%
Beauty & Cosmetics
+7.2%
Chicken (Poultry)
+5.7%
Lotte Group
+4.1%
Airlines
+3.4%
Battery
+2.9%
Casinos / Duty Free
+2.3%
Travel
+1.1%

Moon Jae-in Policy Beneficiaries led the week of Mar 20 to Mar 24 with an average change of 18.33%. Its one strong day came on Mar 22, led by Sinsin Pharmaceutical.

A same-day Korean news report linked Sinsin Pharmaceutical’s surge to hopes that Sejong City would become an administrative capital. Beauty & Cosmetics rose 7.17% on Mar 24, led by Able C&C.

Each theme had only one strong day, so no trend carried through the week. Chicken (Poultry) gained 5.74% on Mar 21, led by Harim.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Moon Jae-in Policy Beneficiaries1d+18.3%2017-03-22 (+18.3%)newSinsin Pharmaceutical
Beauty & Cosmetics1d+7.2%2017-03-24 (+7.2%)recurredAble C&C
Chicken (Poultry)1d+5.7%2017-03-21 (+5.7%)recurredHarim
Lotte Group1d+4.1%2017-03-24 (+4.1%)newLotte Food
Airlines1d+3.4%2017-03-23 (+3.4%)recurredAsiana Airlines
Battery1d+2.9%2017-03-20 (+2.9%)recurredPosco Future M
Casinos / Duty Free1d+2.3%2017-03-24 (+2.3%)newGrand Korea Leisure
Travel1d+1.1%2017-03-24 (+1.1%)recurredModetournetwork

What to Watch Next Week

Three themes were new this week: Moon Jae-in Policy Beneficiaries, Lotte Group and Casinos / Duty Free. The open question is whether they appear again in later weeks.

Four themes had their best day on Mar 24, including Casinos / Duty Free at 2.29% and Travel at 1.06%. Next week will show whether that late-week spread of gains continues.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-2003-2103-2203-2303-24
Moon Jae-in Policy Beneficiaries+18.3
Beauty & Cosmetics+7.2
Chicken (Poultry)+5.7
Lotte Group+4.1
Airlines+3.4
Battery+2.9
Casinos / Duty Free+2.3
Travel+1.1
Down UpBlank = not in that day's strong list